Born and raised in New York City by a securities attorney father and a financial professional mother, Sam developed a deep connection to the financial services industry from an early age.

After graduating from the University of Michigan, Sam launched his career on Madison Avenue, leading transformative advertising campaigns for top financial services brands, including Goldman Sachs, Legg Mason, Ally Bank, and MetLife.

His success as a marketing strategist and client leader earned him an executive marketing role at MetLife, where he helped accelerate key business priorities, such as launching the direct-to-consumer insurance channel, rebranding the agency business to the MetLife Premier Client Group before its sale to MassMutual, and helping to separate the retail business that is now called Brighthouse Financial.

Inspired by the legacy of his late mother and the profound impact she had as a financial professional, Sam expanded his entrepreneurial pursuits, becoming a financial services representative.

Today, he leverages his business acumen and deep understanding of client needs to help business leaders, individuals, and families protect and build their wealth.

Sam resides in Wyckoff, NJ, with his wife, three daughters, and two dogs. In his free time, Sam enjoys listening to podcasts, working out and exploring the local community.

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